Parisi Gray Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,056
Closed -$27K 466
2021
Q2
$27K Buy
+1,056
New +$27K 0.01% 345
2019
Q2
Sell
-1,134
Closed -$20K 382
2019
Q1
$20K Buy
1,134
+474
+72% +$8.36K 0.01% 310
2018
Q4
$10K Buy
+660
New +$10K 0.01% 394